Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Performance Trust Total Return Bond Fund · PTIAX, PTAOX, PTCOX cheaper | 28% | 0.75% | — |
| 2 | Performance Trust Short Term Bond ETF · STBF cheaper | 21% | 0.65% | — |
| 3 | Vident U.S. Bond Strategy ETF · VBND cheaper | 6% | 0.41% | Vident Asset Management |
| 4 | Angel Oak Financial Strategies Income Term Trust | 5% | — | — |
| 5 | iShares ESG Advanced High Yield Corporate Bond ETF · HYXF cheaper | 5% | 0.35% | BlackRock Fund Advisors |
| 6 | WisdomTree Interest Rate Hedged High Yield Bond Fund · HYZD cheaper | 5% | 0.43% | WisdomTree Asset Management, Inc. |
| 7 | iShares 10-20 Year Treasury Bond ETF · TLH cheaper | 5% | 0.15% | BlackRock Fund Advisors |
| 8 | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF · SPTL cheaper | 5% | 0.03% | SSGA Funds Management, Inc. |
| 9 | VANGUARD LONG-TERM TREASURY INDEX FUND · VLGSX, VLGIX, VGLT cheaper | 5% | 0.03% | The Vanguard Group, Inc. |
| 10 | Schwab Long-Term U.S. Treasury ETF · SCHQ cheaper | 5% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper | 5% | 0.08% | BondBloxx Investment Management Corporation |
| 12 | iShares Core 10+ Year USD Bond ETF · ILTB cheaper | 5% | 0.06% | BlackRock Fund Advisors |
| 13 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper | 5% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | iShares U.S. Long Government Bond Index Fund cheaper | 5% | 0.10% | BlackRock Fund Advisors |
| 15 | WisdomTree U.S. High Yield Corporate Bond Fund · QHY cheaper | 5% | 0.38% | WisdomTree Asset Management, Inc. |
| 16 | MFS Income Fund · MFIOX, MIOBX, MIOCX, MFIIX, MFIWX cheaper | 5% | 0.40% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Columbia U.S. High Yield ETF · NJNK cheaper | 4% | 0.46% | Columbia Management Investment Advisers, LLC |
| 18 | BondBloxx BB Rated USD High Yield Corporate Bond ETF · XBB cheaper | 4% | 0.20% | BondBloxx Investment Management Corporation |
| 19 | iShares BB Rated Corporate Bond ETF · HYBB cheaper | 4% | 0.25% | BlackRock Fund Advisors |
| 20 | Nuveen High Yield Corporate Bond ETF cheaper | 4% | 0.08% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.